See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,486 | $96,956-86.1% | $70,014-80.7% | $273,961-95.1% |
| Participation rate | 94.4% | 77.1%+17.4pp | 71.8%+22.6pp | 83.0%+11.4pp |
| Annual return | 23.22% | 12.93%+10.3pp | 12.99%+10.2pp | 41.45%-18.2pp |
| Employer contribution / active EE | $2,208 | $3,316-33.4% | $2,338-5.6% | $4,869-54.6% |
| Participant deferral / active EE | $4,824 | $3,744+28.9% | $2,931+64.6% | $5,287-8.8% |
| Admin fee / account holder | $103 | $7,934-98.7% | $4,380-97.7% | $10,132-99.0% |